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Portside Wealth Group’s Chevron CVX Stock Holding History

Portside Wealth Group’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.23M Buy
25,540
+596
+2% +$111K 0.49% 45
2026
Q1 		$5.16M Sell
24,944
-1,576
-6% -$287K 0.7% 28
2025
Q4 		$4.04M Buy
26,520
+791
+3% +$120K 0.54% 41
2025
Q3 		$4M Buy
25,729
+2,875
+13% +$445K 0.55% 44
2025
Q2 		$3.27M Buy
22,854
+162
+0.7% +$22.8K 0.48% 53
2025
Q1 		$3.8M Buy
22,692
+3,438
+18% +$538K 0.62% 43
2024
Q4 		$2.79M Buy
19,254
+1,212
+7% +$186K 0.46% 55
2024
Q3 		$2.66M Sell
18,042
-256
-1% -$38.1K 0.45% 62
2024
Q2 		$2.86M Buy
18,298
+92
+0.5% +$14.7K 0.55% 48
2024
Q1 		$2.87M Buy
18,206
+3,257
+22% +$491K 0.53% 51
2023
Q4 		$2.23M Buy
14,949
+29
+0.2% +$4.39K 0.42% 69
2023
Q3 		$2.52M Buy
14,920
+219
+1% +$35.4K 0.47% 57
2023
Q2 		$2.31M Buy
+14,701
New +$2.36M 0.43% 60

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Portside Wealth Group's CVX Position: Q2 2026 in Review

Portside Wealth Group increased its Chevron (CVX) stake by 2.4% in Q2 2026, buying an estimated $111K and bringing the position to 25,540 shares worth $4.23M. The position accounts for 0.49% of the portfolio, ranked #45.

Portside Wealth Group first reported a position in CVX in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.16M in Q1 2026. 2,511 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Portside Wealth Group held 25,540 shares of Chevron worth $4.23M as of Q2 2026.
  • Portside Wealth Group bought 596 Chevron shares in Q2 2026, an estimated $111K.
  • Chevron made up 0.49% of Portside Wealth Group's portfolio in Q2 2026, its #45 holding.
  • Portside Wealth Group first reported a position in Chevron in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Chevron position peaked at $5.16M in Q1 2026.
  • 2,511 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.